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Allworth Financial’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Allworth Financial’s Portfolio XBJL Stock Details XBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-507
Closed -$18.2K – 5061
2025
Q2 		$18.2K Buy
+507
New +$17.5K ﹤0.01% 2578
2024
Q1 		– Sell
-4,189
Closed -$128K – 3690
2023
Q4 		$128K Hold
4,189
– – ﹤0.01% 859
2023
Q3 		$119K Buy
+4,189
New +$121K ﹤0.01% 824

Other funds holding XBJL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Allworth Financial's XBJL Position: Q3 2025 in Review

Allworth Financial sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q3 2025, closing a stake of 507 shares — an estimated $18.2K sold.

Allworth Financial first reported a position in XBJL in Q3 2023 and held it in 3 quarters. The position peaked at $128K in Q4 2023. 51 funds tracked by Wall St. Rank hold XBJL as of Q3 2025.

  • Allworth Financial reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 507 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q3 2025, an estimated $18.2K.
  • Allworth Financial first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and held it in 3 quarters.
  • Allworth Financial's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $128K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.